The Chip War: China Vs. The World

CarlManvers2019

Writers Blocked Douchebag

Es Arcanum

Princeps Terra
Founder
USA begins using covert means to win conflict...

seagull-chips.jpg


China fights back!

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Tzeentchean Perspective

Well-known member
You just reminded me of a huge-ass /pol/ thread screencap from august about how the IS had cut off China's supply of some highly-toxic chemical that was also used in manufacturing chips. Here it is. Supposedly Huawei and other companies were already on a time-limit for how many domestically produced chips they could make. I thought I saved the screenshot.
 

Husky_Khan

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Sotnik

The US added China's biggest chip maker SMIC to a list of "Chinese Military Companies" and thus barring US investors from holding or trading shares in SMIC stock. SMIC denied any links to the Chinese military as the company now falls under an executive order signed by President Donald Trump in November, which sought to prevent US capital from funding the modernisation of China's military.

There are hints that further blacklisting of the SMIC may soon follow including export restrictions to further prevent SMIC from accessing the materials and components it may require to continue building its computer chips.
 

Husky_Khan

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Sotnik
US Department of Commerce has blacklisted two major Chinese CPU developers.


Toms Hardware said:
The U.S. Commerce Department has added seven Chinese entities to the DoC's Entity List, essentially barring these companies and organizations from obtaining almost all advanced technologies developed in the U.S. Among the entities are two major CPU developers from China: Tianjin Phytium Information Technology and Sunway Microelectronics (or Shenwei Microelectronics).

...

Also, the blacklist now includes CPU designer Tianjin Phytium Information Technology, which develops system-on-chips for client and server PCs based on the Armv8 ISA, and Sunway Microelectronics, which as a part of Shanghai High-Performance Integrated Circuit Design Center, designs proprietary supercomputer processors.

The inclusion of an entity into the Entity List restricts its ability to access items and technologies that are parts of the U.S. Export Administration Regulations (EAR). American companies cannot export, re-export, or transfer items subject to the EAR to entities in the Entity List without a special license, which will be subject to a presumption of denial.

CPUs and SoCs, including those for supercomputers, are designed using electronic design automation (EDA) as well as other tools and technologies developed in the U.S. Without access to these tools and technologies, it will be close to impossible for Phytium or Sunway to develop their processors. It is unclear whether contract makers of semiconductor like TSMC or SMIC can actually produce chips for Phytium and Sunway.
 

f1onagher

Well-known member
So...begun the chip wars have?

You just reminded me of a huge-ass /pol/ thread screencap from august about how the IS had cut off China's supply of some highly-toxic chemical that was also used in manufacturing chips. Here it is. Supposedly Huawei and other companies were already on a time-limit for how many domestically produced chips they could make. I thought I saved the screenshot.
If you happen across the thread or screencap could you share it here? It sounds interesting.
 

Husky_Khan

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Sotnik
A group of four US Senators unveiled a $50 billion dollar U.S. Semiconductor Bill they hope will bring more production to the United States which only possesses 12% of worldwide semiconductor manufacturing.

Toms Hardware said:
The U.S. semiconductor industry funding law is developed by senators Mark Kelly, John Cornyn, Mark Warner, and Tom Cotton. According to a draft document seen by Reuters, the plan is expected to include $39 billion in production and R&D incentives and $10.5 billion to implement various national programs over a five-year period. Among the government-supported R&D initiatives are the National Semiconductor Technology Center and National Advanced Packaging Manufacturing Program.

The chip industry supporting bill will be a part of a bigger $110 billion effort to fund U.S. technology research in a bid to better compete with China. The same bill is also set to include semiconductor requirements of this year's National Defense Authorization Act, which will obviously somewhat help the American microelectronics industry, too.

South Korea meanwhile has unveiled a plan to invest $450 billion into its semiconductor industry in the future while Reuters reports the Peoples Republic of China is investing $150 billion into the same industry as well.

 

Abhorsen

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Osaul
A group of four US Senators unveiled a $50 billion dollar U.S. Semiconductor Bill they hope will bring more production to the United States which only possesses 12% of worldwide semiconductor manufacturing.



South Korea meanwhile has unveiled a plan to invest $450 billion into its semiconductor industry in the future while Reuters reports the Peoples Republic of China is investing $150 billion into the same industry as well.

A bad idea to spend money on this as well. I don't care if we buy semiconductors from Korea, that's a good thing that benefits both of our countries. Tax Chinese trade as much as you want, but free trade with allies is just a good idea.
 

Cherico

Well-known member
Bets on how long it lasts before Biden or his puppetmasters quietly reverse it.


Not really an option for him, China's current policy is to royally piss off the entire planet and then hope to god that it provokes a nationalist backlash that keeps the communist party in power. They are completely incapable of being a good faith partner right now. Which means any concession just ends up looking like weakness instead of compromise.

The democrats took power in an incredibly iffy way that pissed off a lot of people, if they look willfully weak over and over again that will degrade their power base. If it degrades enough the populists take power again and now they will be a whole lot madder angier and will want paypack.
 

Zachowon

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When I was in Korea the Chinse hate was not really big, but talking with some KATUSA's and Korean officers. They seem to tell that there is a growing distrust and hatred towards China, especially with their support for the North.
 

LordsFire

Internet Wizard
A bad idea to spend money on this as well. I don't care if we buy semiconductors from Korea, that's a good thing that benefits both of our countries. Tax Chinese trade as much as you want, but free trade with allies is just a good idea.

If Korea was a peninsula off of the Americas, Europe, or even Africa, I might be more inclined to agree. But the problem right now, is that between Taiwan and SK, all of that industry is one volley of short range missiles from being gutted.

That's a strategic security issue.
 

Zachowon

The Army Life for me! The POG life for me!
Founder
If Korea was a peninsula off of the Americas, Europe, or even Africa, I might be more inclined to agree. But the problem right now, is that between Taiwan and SK, all of that industry is one volley of short range missiles from being gutted.

That's a strategic security issue.
Korea is safer then Taiwan.
Mainly because of the US stationed there, and theheavy militarized nation that is Korea.
It has plenty of ways to keepit going
 

Husky_Khan

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Sotnik
Taiwan's TMSC is exploring expanding chip production facilities in the United States.

Nikkei said:
The new plant would carry out chip packaging, using advanced technology to integrate different types of semiconductors onto wafers. Innovation in packaging chips is emerging as an industry battleground for TSMC and rivals including Intel and Samsung, and this would be TSMC's first such facility outside Taiwan.

TSMC is already building its first U.S. chip manufacturing plant in more than two decades -- a $12 billion facility in Arizona, to go into production by 2024. It will make 5 nanometer chips -- currently the most advanced generation of semiconductors that are used in Apple's latest iPhone and Mac processors.

The Taiwanese company is likely responding in part to Washington's supply chain concerns which include the potential half trillion dollar loss of revenue for Americans if there was a severe disruption to the Taiwanese chip supply.

 

Husky_Khan

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Sotnik
Be nice if some American companies stepped up to the plate.

Intel has broken ground on a new facility that will cost an estimated $20 billion dollars located in Arizona. According to media reports, it is to be a rival to Taiwanese chip manufacturer giant TMSC and to hopefully lure competition away from their apparent rival. These two new fabs will compliment the six that already exist and are owned by Intel and also located in Arizona.

Keep in mind TMSC is also construction their first chip factory built in the US in around two decades also located in Arizona and that will cost an estimated $12 billion. Some of the customer demand Intel hopes to draw away from TMSC include Apple.

 

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